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Top 4 Salesforce tricks to hit the bull`s eye

Salesforce has emerged as the biggest thing in technology in the recent times. However, there is still a lot that people need to unearth about this amazing technology platform in order to get the best out of it.

This is exactly why we are going to bring forward some Salesforce tricks that can help every team in hitting the bull’s eye. So let us straightaway take a look at those tricks –

Pipeline Management Trick

Ideally, this is one of the most important things to know if you are looking to get the best out of Salesforce. As you know, good pipeline management is all about great visibility. For this, you can begin by upgrading to the Salesforce Lightning experience. By doing so, you will get access to features like a path that simplifies your lead management, qualification of leads and their conversion.

Pro tip: Have 4-6 opportunity stages which are defined quite clearly. This will help your team in maintaining the leads and opportunities without too much stress.

Account Management Trick

The second important trick you need to learn in order to make the most of your investment in Salesforce consulting is to learn how to manage duplicates effectively.

Remember, a clear and concise data could be the key to your success in Salesforce. But it’s easier said than done. Duplicate data can virtually make your sales team confused and can decrease their chances of success.

In order to stay safe from this, make sure you use lightning account search.

Pro tip: To make sure that the chances of duplicate data are minimized in the first place, you need to have clearly defined process for creating prospective customers in your Salesforce account.

Customization Trick

Salesforce provides you the flexibility to work the way you want to by offering customization options. You can create your own workflows leveraging options like process builders, formula fields, and custom objects, to name the major ones.

But remember, if not managed smartly, these Salesforce customization options could do more harm than good by confusing your team members. Therefore, you need to know how to customize your workflow efficiently.

Pro tip: Look for free apps in the AppExchange at Salesforce and you might get some out-of-the-box solutions.

Reporting Trick

Salesforce reports can prove to be your business’ best friend. So, you need to learn how to leverage the power of reports on the platform.

With various options in reports such as Quarterly sales across the business, My Opportunities closed for this month, Cases closed per agent month and more, you can eventually leverage the power of Salesforce analytics for the good of your business.

Plus, you can always use these reports to compare the performance of various team members and see how they are doing.

Pro tip: Figure out what you are interested in doing, and you will be able to better use the power of reports for your business.

So, are you ready?

The above-mentioned point sums up our list of tricks that you need to learn in order to hit the bull’s eye every single time while using the platform.

No matter the type of business you run, or the number of people you have as part of the team, learning these tricks can prove to be the best idea for you. If you have already invested your time and money in Salesforce development, it is time to learn the art to use the platform in the best possible member.

So, what are you waiting for? Try out these tricks and see what you end up achieving in return!

Looking for someone to help you with Salesforce consulting and development? Want to get the best Salesforce consulting services? Get in touch with the team of experts here at Encaptechno and we promise to take care of everything for you. Drop an email at [email protected] and we will get back to you.

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Data Migration, Salesforce Consultation, Salesforce Lightning, , , ,
Salesforce Implementation

Salesforce Implementation from Chaotic to Exciting

Salesforce Implementation

You have most probably launched a hunt for Salesforce consulting and development because you want to implement it in your own company, that could be the only reason you are here reading the article. Well, in that case, I need to lay down before you certain things about Salesforce that in the long run would help you in the successful implementation of the Salesforce in your business organization. So we will be learning about Salesforce implementation challenges, Salesforce implementation requirements and steps for successful Salesforce implementation. Well, in short, it will be about making the Salesforce implementation process more exciting, less chaotic.

Salesforce Implementation Challenges Business`s Face

There is no doubt about benefits to get after implementing Salesforce, but the process of implementation may not be a smooth one. It has its own challenges. The business owners sort of tend to ignore these challenges. Either because of misinformation, or they are completely unaware of the fact. So let`s take few of these challenges and discuss them one by one.

Calculating Salesforce Implementation Cost – The question that frequently creeps in during discussions on Salesforce implementation is how much does it really cost. Obsession with cost question negatively affects other considerations that are equally important but get ignored due to the emphasis on cost thing. They base their cost calculation exclusively on license requirements, which is not a right way to do, especially when you are yet to choose a Salesforce consulting company. The right way to go about is letting the consulting company properly analyze and design a model based on your business and then investing in the license.

  • Choosing the right Salesforce Implementation Company – The challenge with it is because if you choose a wrong company, your whole process of Salesforce implementation will not function according to what you had planned. Be it the marketing of your company, keeping track of sales, customer support services, Salesforce integrates them all. Any error in implementation process can tear down business operations of your business and make it slow, less efficient and disintegrated. So, you have to be extra careful while choosing a company for Salesforce implementation.
  • Keeping Track of Data Migration – The biggest challenge with Salesforce implementation is data migration. Keeping track of data when it is being migrated from one system to another can really be a headache. Any strategy you adopt during data migration, it should be such as would least impact your routine business.
  • Salesforce Integration with Business Applications – In order to cash in full benefits of Salesforce, its integration with every single business application your company has been using is necessary. These business applications include mobile apps, applications, and systems used inside your company, cloud computing applications and other IT infrastructure of your business organization. When I say integrating these systems and networks is must, there you have to also remember how significant a challenge it is to ensure the proper integration between these various systems and networks during Salesforce implementation.
  • Introducing Salesforce to your Team – Technology implementation would mean nothing if your team at your company do not understand how to operate it. That`s the biggest challenge. Introducing Salesforce app development to your team. It is the story common to every business organization, people don`t want to switch to new technology. They would rather do things traditional way than engage with modern sophisticated technology. You will have to introduce Salesforce to them, how it can benefit company and them as well. It is about getting their confidence.

Salesforce Implementation Requirements to Consider

In order to successfully implement – without any hindrance – the Salesforce, you should take care of following requirements before going for implementation process directly. It will help you take every step measurably and move ahead with confidence.

  • Create a Team – Based on accessibility and time commitment of people at your organization, you can create a team which can look after the whole project of Salesforce implementation, right from the beginning till the end. It is not helpful only in picking up the right candidate for the task at hand but will also give a plenty of time. Your team should be able to make decisions on behalf of the company and users as well and should have clear expectations in mind.
  • Document Needs and Requirements of Company – Well, before you partner with any Salesforce Implementation Company, your team should documents each and every need of your company based on merit. Some things you must have, some things are nice to have. It is the task of your team to choose between the two and decide upon one that really adds value to whole set up of your business organization. There will be a lot of data sharing taking place between your team and Salesforce consulting and development company unless to have already documented useful data, the process could get weird and lose track.
  • Defining Business Process – Every company markets itself distinctly has different channels to sell through and uses various ways to connect with its customers. While implementing Salesforce, much of the discussion would revolve around defining the business process of your company. How everything in your company operates should be already documented and vividly defined by your team, and then you will not miss on the target because it will include everything from data to security to business process.

Some Tips for Successful Salesforce Implementation

Not always is the implementation process smooth and anxiety-free. It can really get weird sometimes. But here are few steps you can follow for successful implementation of Salesforce in your company.

  1. Plan an integration of Salesforce with other business applications well in advance. The objective should be to streamline all your business processes and get everything connected and centralized.
  2. Introduce your team to Salesforce and make them understand what this technology is all about and what benefits to reap with it. Distribute tasks among various members of your team, resolve any after-math issues and take care of what they say.
  3. Only that data should be migrated which is of real use to the company, get rid of everything else before data migration starts. It would give you enough time to remove errors and typos and clean up your data.
  4. Update Salesforce regularly to make use of new features introduced periodically. It is must for keeping business process relevant and enhances adaptability.

While the Salesforce is a great thing to have, its implementation is always a very daunting process. So you need someone who understands and masters Salesforce implementation, someone who is reliable and has a name in the market. In short, you need to join hands with Encaptechno and meet our Salesforce certified developers to know more about our services. We understand your needs, and we know how to successfully implement Salesforce.

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Data Migration, Salesforce, , , ,
data migration

Testing Salesforce App Before and After Migration

In the world of technology, the Salesforce app is one of the most flourishing ones. The investments and efforts made in this security system are now finally paying off positively. This cloud based security system can cause a hindrance to any kind of data attack and anomalies effectively and efficiently. The Salesforce cloud is a storehouse for your encrypted data along with a varied range of other security measures like multi-factor access authentications, pinning of device etc.

data migration
Source: 4isoft.com

Data mishandled costs one big time. The risks involved in the mishandling of important business data like revenue or statistics can hit an enterprise permanently. One of the potential mishandling of such data occurs in the event of a data migration. The entire intricate data migration made in the Salesforce CRM goes through a series of tests for detecting issues right when they start. This is to avoid the issues hitting badly in a big way if undetected at the initial levels.

Powerful testing techniques and strategies help solve potential risks like corruption of data, misplaced data, lost data, performance issues of apps due to data migrations etc.

Cloud computing security concept
Source: stratospherenetworks.com

The strategy taken encompasses the entire Salesforce CRM functional tool before as well as after the data migration takes place. The entire process has 2 stages which are one by one discussed below:-

Stage One – Checklist To Be Followed Before Migration:-

 

  • Salesforce CRM data migration will begin only when it is assured that the entire list of objects, customized fields, and customized applications are all set up in a proper manner.

    laptop_email-100637280-primary.idge
    Source: staticworld.net
  • Validation of OWD or organisation-wide defaults and various profiles must be correctly set up before beginning the data migration procedure.
  • Validation is also required for making sure that migration is happening for the entire workflow, assignments, and projects, rules of approvals and templates of emails.
  • Page layouts, page mappings for various profiles and for record categories must all be validated properly before migration is started.
  • One must also validate that the SSO login or the single sign-on is working properly.
  • All the tabs present and displayed must be working properly and then only migration can be validated.

Stage Two – Post Migration One Must Check These Functionality Tests:-

 

  • The first test must be done on a small sample date for checking whether after migration data mapping is correctly implemented.
  • Validation is needed that the users have their respective profiles correctly synced.
  • Validation is needed that the relationship in between various contacts, accounts, and their opportunities are synced up properly.

    cloud-security-1
    Source: datacenterjournal.com
  • A new record is next needed to be created. This is for checking fields, read only fields and for checking any validation rules associated with the particular field.
  • Approval processes must be tested using sample data.
  • Validations must be made that the scenarios of the workforce have been triggered properly and notifications via email and workflow is sent properly.
  • Search function must be checked whether it is showing correct records searched
  • Site pages must be displayed correctly.
  • Duplicity of data must be checked
  • Testing of SOQL queries, testing various records by logging as separate Salesforce users must all show positive results.
  • Compare records.
  • Validate the various naming conventions and broken attachments.
  • Validate different records in the legacy system like CreatedBy, CreatedDate, LastModifiedByID and LastModifiedDate.
  • Loading time must be monitored
  • Check the reports in the dashboard migrated is showing right data and running correctly.

Salesforce hence, makes sure that with proper processes of monitoring data migration is done efficiently.

For more information on Salesforce Data Migration, you can call or consult our certified salesforce experts.

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